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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,833 | $209,888+52.9% | $189,545+69.3% | $167,553+91.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.68% | 748.66%-730.0pp | 555.36%-536.7pp | 478.89%-460.2pp |
| Employer contribution / active EE | $33,643 | $6,915+386.5% | $6,162+446.0% | $4,840+595.2% |
| Participant deferral / active EE | $6,700 | $8,934-25.0% | $8,220-18.5% | $6,343+5.6% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |